# Goldman warns local data center moratoria could hit 45% of planned US capacity

> Original title: Goldman Sachs warns Democratic successes in state and local elections could lead to temporary construction moratoria hitting 45% of plann...

- Source: Rohan Paul
- Published: 2026-11-04T13:09:06.000Z
- Bad Influence: https://badinfluence.news/items/j2nu9422bl6whx47c1njxnp4u
- Original: https://x.com/rohanpaul_ai/status/2117967375551324166

## Summary

Goldman Sachs warns Democratic electoral gains in state and local races could bring temporary construction moratoria affecting 45% of planned US data center capacity. Texas alone accounts for about 25% of planned additions. Jefferies estimates 13.3 GW of announced Texas projects are at risk after state Rep. Gina Hinojosa campaigned on halting new permits until safeguards for power, water and local communities are set up.

## Post

Goldman Sachs warns Democratic successes in state and local elections could lead to temporary construction moratoria hitting 45% of planned US data center capacity, with Texas alone representing approximately 25% of planned additions.

Democratic state Rep. Gina Hinojosa ran on a pledge to halt new permits until legislators set up safeguards for power, water and local communities, a stance Jefferies estimates puts 13.3 GW of announced projects in Texas at risk.

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